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HRLYX: THE HARTFORD GLOBAL REAL ASSET FUND CLASS Y (MUTUAL FUND)
Basic Info 10.82 0.13(1.19%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 06/01/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.20% |
| Expenses | 1.26% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/01/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 12.2 | 23.2 | 12.7 | 7.9 | 7.2 | 2.6 | 3.8 | 22.3 | -1.6 | 7.4 | 0.7 | 16.6 | -1.1 | 12.3 | -10.1 | 9.4 | 19.8 | -16.4 | -10.9 | -3.5 | 3.9 | -10.2 | 20.9 |
| Sharpe Ratio | NA | 3.59 | 3.01 | 1.08 | 0.49 | 0.43 | NA | 0.2 | 2.28 | -0.98 | 0.31 | -0.04 | 1.4 | -0.05 | 1.22 | -1.0 | 1.0 | 1.32 | -1.1 | -1.14 | -0.33 | 0.31 | -0.55 | 2.62 |
| Draw Down(%) | NA | 3.2 | 3.2 | 8.6 | 16.9 | 36.8 | NA | 45.7 | 7.5 | 8.6 | 6.9 | 16.9 | 8.1 | 34.8 | 9.4 | 16.9 | 6.8 | 9.9 | 21.8 | 20.4 | 14.1 | 14.7 | 21.9 | 6.3 |
| Standard Deviation(%) | NA | 7.9 | 6.8 | 8.8 | 10.9 | 12.9 | NA | 13.4 | 8.6 | 8.4 | 10.2 | 15.1 | 11.9 | 25.3 | 9.0 | 11.4 | 8.8 | 14.9 | 14.9 | 9.6 | 10.8 | 12.8 | 18.7 | 14.4 |
| Treynor Ratio | NA | 1.0 | 0.6 | 0.18 | 0.08 | 0.06 | NA | 0.03 | 0.41 | -0.17 | 0.04 | -0.01 | 0.31 | -0.01 | 0.12 | -0.12 | 0.07 | 0.13 | -0.11 | -0.1 | -0.03 | 0.03 | -0.09 | 0.28 |
| Alpha | NA | 0.09 | 0.05 | 0.02 | 0.01 | 0.0 | NA | -0.01 | 0.04 | -0.02 | -0.01 | 0.07 | 0.07 | -0.05 | -0.01 | -0.01 | -0.03 | 0.05 | -0.06 | -0.05 | -0.07 | -0.04 | -0.02 | 0.0 |
| Beta | NA | 0.28 | 0.34 | 0.53 | 0.68 | 0.89 | NA | 1.02 | 0.48 | 0.49 | 0.9 | 0.73 | 0.54 | 1.15 | 0.88 | 0.98 | 1.27 | 1.5 | 1.55 | 1.04 | 1.15 | 1.42 | 1.19 | 1.37 |
| RSquared | NA | 0.2 | 0.24 | 0.39 | 0.47 | 0.55 | NA | 0.62 | 0.45 | 0.35 | 0.54 | 0.58 | 0.29 | 0.79 | 0.33 | 0.52 | 0.32 | 0.73 | 0.72 | 0.54 | 0.64 | 0.87 | 0.88 | 0.92 |
| Yield(%) | N/A | 0.0 | 4.2 | 4.3 | 5.5 | 4.7 | 2.5 | N/A | 4.6 | 3.8 | 4.5 | 4.6 | 14.9 | 3.0 | 3.4 | 2.2 | 3.8 | 0.9 | 1.1 | 0.5 | 0.8 | 0.9 | 1.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 15.1 | -44.4 | 139.6 | N/A | N/A | N/A | 15.1 | -12.7 | -6.2 | -68.7 | 381.7 | -4.3 | 36.0 | -39.6 | 401.5 | -31.3 | 98.0 | -39.0 | -17.2 | -23.3 | -9.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2010
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